Ameritas Advisory Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Ameritas Advisory Services’s Portfolio ILCB Stock Details ILCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$681K	Buy	+6,568	New	+$659K	0.01%	684
2025 Q4	–	Sell	-6,380	Closed	-$590K	–	1509
2025 Q3	$590K	Buy	6,380 +4,825	+310%	+$429K	0.04%	352
2025 Q2	$133K	Sell	1,555 -5,984	-79%	-$474K	0.01%	874
2025 Q1	$608K	Hold	7,539	–	–	0.02%	521
2024 Q4	$612K	Sell	7,539 -11,931	-61%	-$974K	0.02%	535
2024 Q3	$1.54M	Buy	19,470 +11,034	+131%	+$843K	0.07%	287
2024 Q2	$634K	Sell	8,436 -93	-1%	-$6.73K	0.02%	517
2024 Q1	$598K	Buy	8,529 +4,117	+93%	+$284K	0.02%	501
2023 Q4	$302K	Sell	4,412 -1,927	-30%	-$118K	0.02%	551
2023 Q3	$376K	Buy	6,339 +662	+12%	+$40.6K	0.02%	576
2023 Q2	$343K	Buy	5,677 +744	+15%	+$42.9K	0.04%	381
2023 Q1	$279K	Sell	4,933 -2,419	-33%	-$133K	0.01%	661
2022 Q4	$387K	Buy	7,352 +127	+2%	+$6.72K	0.02%	620
2022 Q3	$357K	Buy	7,225 +14	+0.2%	+$768	0.02%	529
2022 Q2	$375K	Buy	7,211 +8	+0.1%	+$453	0.02%	539
2022 Q1	$453K	Sell	7,203 -908	-11%	-$56.2K	0.02%	528
2021 Q4	$539K	Buy	+8,111	New	+$524K	0.02%	483

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameritas Advisory Services's ILCB Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q2 2026: 6,568 shares worth $681K. The stake represents 0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in ILCB as recently as Q3 2025.

Ameritas Advisory Services first reported a position in ILCB in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.54M in Q3 2024. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Ameritas Advisory Services held 6,568 shares of iShares Morningstar US Equity ETF worth $681K as of Q2 2026.
iShares Morningstar US Equity ETF was a new Ameritas Advisory Services position in Q2 2026.
iShares Morningstar US Equity ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #684 holding.
Ameritas Advisory Services first reported a position in iShares Morningstar US Equity ETF in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's iShares Morningstar US Equity ETF position peaked at $1.54M in Q3 2024.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.